Hybrid Wealth Client Relationship Lead

Teachers Insurance and Annuity Association of America; Houston (TX); Hybrid; USD 71,000 - 81,000; Full time

Benefits offered by this job

Health insurance

Job summary

The Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and grow practice by referring clients to financial solutions that help them reach their goals.

You will support the implementation of financial plans, coordinate asset consolidation, and build lasting client relationships while ensuring all licenses and registrations are obtained within 120 days of start.

Qualifications

• University degree preferred.
• 2+ years experience required; 3+ years preferred.
• Licenses: Life and Health Insurance License; FINRA Series 7/63/65/66 are desired.

Responsibilities

• Partners with Wealth Management Advisors in delivering client service for high-net-worth clients.
• Leads advisory teams to help clients achieve financial goals and coordinates asset consolidation.
• Communicates clearly and succinctly to build relationships.
• Manages time and resources to bring value and excellence to clients.
• All licenses and registrations must be obtained within 120 days from start date.

Skills

Client relationship

Networking

Communication

Entrepreneurial mindset

Financial planning knowledge

Team collaboration

Education

University degree preferred

Job description

The Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and grow practice by referring clients to financial solutions that help them reach their goals.

You will support the implementation of financial plans, coordinate asset consolidation, and build lasting client relationships while ensuring all licenses and registrations are obtained within 120 days of start.